See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,345 | $112,096+93.9% | $95,952+126.5% | $158,922+36.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -5.36% | 171.09%-176.5pp | 91.61%-97.0pp | 302.83%-308.2pp |
| Employer contribution / active EE | $3,271 | $3,198+2.3% | $2,541+28.7% | $4,761-31.3% |
| Participant deferral / active EE | $8,083 | $4,784+69.0% | $4,167+94.0% | $5,982+35.1% |
| Admin fee / account holder | $4,452 | $10,130-56.1% | $6,795-34.5% | $11,246-60.4% |